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Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Here are three tips. Sit, Stay, Rollover: A Guide to IRA Rollovers. If you have a 401(k) with a former employer, you may want to consider an IRA rollover. Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. Exit Strategies of the Rich and Famous. What Do Your Taxes P...

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Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Here are three tips. Sit, Stay, Rollover: A Guide to IRA Rollovers. If you have a 401(k) with a former employer, you may want to consider an IRA rollover. Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. Exit Strategies of the Rich and Famous. What Do Your Taxes P...

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Home | winslowdrake.com Reviews

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Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Here are three tips. Sit, Stay, Rollover: A Guide to IRA Rollovers. If you have a 401(k) with a former employer, you may want to consider an IRA rollover. Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. Exit Strategies of the Rich and Famous. What Do Your Taxes P...

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winslowdrake.com

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Charitable Giving: Smart from the Heart

http://www.winslowdrake.com/resource-center/estate/charitable-giving-smart-from-the-heart

Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Here are three tips. Exit Strategies of the Rich and Famous. Estate conservation is too important to put off. Do you have a smart exit strategy? Put It in a Letter. A letter of instructions provides additional and more personal information regarding your estate. Principles of Preserving Wealth. How federal estate taxes work, plus estate management documents and tactics. Have A Question About This Topic?

2

Estate

http://www.winslowdrake.com/resource-center/estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Safeguard Your Digital Estate. If you died, what would happen to your email archives, social profiles and online accounts? Sound estate mana...

3

Glossary

http://www.winslowdrake.com/tools/glossary

A method of exchanging insurance-related assets without triggering a taxable event. Cash-value life insurance policies and annuity contracts are two products that may qualify for a 1035 exchange. A 403(b) plan is similar to a 401(k). A 403(b) is a qualified retirement plan available to employees of non-profit and government organizations. A mortgage with an interest rate that is adjusted periodically based on an index. Adjustable-rate mortgages generally have lower initial interest rates than fixed-r...

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Bursting the Bubble

http://www.winslowdrake.com/resource-center/investment/bursting-the-bubble

Tulips were the first, but they won’t be the last. What forms a bubble and what causes them to burst? Should You Invest in Exchange Traded Funds? There are hundreds of ETFs available. Should you invest in them? Don’t Be Your Own Worst Enemy. Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of. 5 Smart Investing Principles. Principles that can help create a portfolio designed to pursue investment goals. Have A Question About This Topic?

5

Tax Resources

http://www.winslowdrake.com/tools/tax-resources

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Check the background of your financial professional on FINRA's BrokerCheck. Accounts held at National Financial Services.

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Tulips were the first, but won’t be the last. What forms a bubble and what causes them to burst? Charitable Giving: Smart from the Heart. Do you have causes that you want to support with donations? Here are three tips. Sit, Stay, Rollover: A Guide to IRA Rollovers. If you have a 401(k) with a former employer, you may want to consider an IRA rollover. Inflation and Your Portfolio. Even low inflation rates can pose a threat to investment returns. Exit Strategies of the Rich and Famous. What Do Your Taxes P...

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